Trade Tensions
Trade negotiations have been front and center for months. Discussions with China seemed to have stalled, prompting the U.S. to increase tariffs on certain imported goods in early May. Additionally, we’ve seen tariffs used as leverage, like in the recent experience between the
The Randomness of Global Equity Returns
You don’t have to be an expert in every region to benefit from the opportunities those regions represent. A well-structured portfolio can help capture returns where and when they occur. Investment opportunities exist all around the globe. Across more than 40 countries,
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since
The Index Bogeyman
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on
A Few Investing Reminders
It’s been an impressive run for stocks over the past year and clients have been rewarded for being patient and sticking with a disciplined, evidence based investment strategy. After seeing significant gains, however, it can be easy to forget that there